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Activist & passive stakes

Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.

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Filing
NewAmendmentsAll
Stake type
ActivistPassive
Min % owned
≥10%≥20%
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All filings, new and amended.1–11 of 11
  • PassiveNew
    Nov 13, 2026
    ADIG · Adi Global Distribution Inc.
    CD&R Channel Holdings II, L.P.
    19.7% · 16,739,161 shSEC
  • PassiveAmendment 3
    Nov 12, 2026
    CNNE · Cannae Holdings, Inc.
    William P. Foley, II
    12.7% · 4,992,348 shSEC
  • ActivistAmendment 1
    Nov 10, 2026
    MPA · Blackrock Muniyield Pennsylvania Quality Fund
    Toronto Dominion Investments, Inc.
    100% · 826 shSEC
  • ActivistAmendment 6
    Nov 9, 2026
    SUNS · Sunrise Realty Trust, Inc.
    Leonard M. Tannenbaum
    28.5% · 6,269,981 shSEC
  • ActivistAmendment 10
    Nov 9, 2026
    AFCG · Advanced Flower Capital Inc.
    Leonard M. Tannenbaum
    32.6% · 7,308,514 shSEC
  • PassiveNew
    Nov 6, 2026
    Alger Russell Innovation ETF
    Alger Associates, Inc. 13-3017981
    24.9% · 99,482 shSEC
  • PassiveAmendment 1
    Nov 6, 2026
    AUR · Aurora Innovation, Inc.
    Capital International Investors
    10.3% · 179,048,251 shSEC
  • PassiveAmendment 2
    Nov 5, 2026
    INNV · InnovAge Holding Corp.
    TCO Group Holdings, L.P.
    74.08% · 101,076,555 shSEC
  • PassiveAmendment 7
    Nov 5, 2026
    ANNX · Annexon Inc
    Fmr Llc
    13.9% · 26,289,000 shSEC
  • PassiveAmendment 1
    Nov 5, 2026
    Advisors' Inner Circle Fund III
    Forvis Mazars Wealth Advisors, LLC
    10.19% · 2,235,086 shSEC
  • ActivistNew
    Nov 4, 2026
    Constitution Capital Access Fund, LLC
    Universities Superannuation Scheme Ltd as sole corporate trustee for Universities Superannuation Scheme
    63.6% · 42,437,240 shSEC